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APHQX vs JVMSX
APHQX vs JVMSX Comparison
Open Charts APHQX vs JVMSX
Artisan Mid Cap Value Institutional
Price$14.85
Change-$0.55 (-3.57%)
VolumeN/A
Net Assets608.92M
JHancock Disciplined Value Mid Cap R2
Price$28.72
Change-$0.74 (-2.51%)
VolumeN/A
Net Assets24.73B
APHQX vs JVMSX Comparison Chart in %
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APHQX vs. JVMSX commentary
Feb 05, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is APHQX is a Buy and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.7B vs. APHQX (609M). APHQX pays higher dividends than JVMSX: APHQX (1.58) vs JVMSX (0.37). APHQX was incepted earlier than JVMSX: APHQX (14 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than APHQX (0.95). JVMSX is a more actively managed with annual turnover of: 49.00 vs. APHQX (45.48). JVMSX has a lower initial minimum investment than APHQX: JVMSX (0) vs APHQX (1000000). JVMSX annual gain was more profitable for investors over the last year : 4.49 vs. APHQX (-3.45). JVMSX return over 5 years is better than : 20.95 vs. APHQX (-24.38).
| APHQX | JVMSX | APHQX / JVMSX | |
| Total Expense Ratio | 0.95 | 1.24 | 77% |
| Annual Report Gross Expense Ratio | 0.95 | 1.25 | 76% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 1.020 | 5.163 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 609M | 24.7B | 2% |
| Annual Yield % from dividends | 1.58 | 0.37 | 427% |
| Returns for 1 year | -3.45 | 4.49 | -77% |
| Returns for 3 years | -10.46 | 10.32 | -101% |
| Returns for 5 years | -24.38 | 20.95 | -116% |
| Returns for 10 years | -8.65 | 73.49 | -12% |
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